YorkBridge Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

YorkBridge Wealth Partners’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$3.29M	Hold	48,780	–	–	0.83%	27
2022 Q3	$3.03M	Hold	48,780	–	–	0.78%	30
2022 Q2	$3.15M	Hold	48,780	–	–	0.82%	26
2022 Q1	$3.81M	Hold	48,780	–	–	0.84%	30
2021 Q4	$4.05M	Hold	48,780	–	–	0.91%	29
2021 Q3	$3.82M	Hold	48,780	–	–	0.96%	28
2021 Q2	$3.87M	Sell	48,780 -840	-2%	-$65.2K	1.01%	25
2021 Q1	$3.67M	Sell	49,620 -100	-0.2%	-$7.23K	1.08%	24
2020 Q4	$3.41M	Hold	49,720	–	–	1.14%	22
2020 Q3	$2.85M	Hold	49,720	–	–	1.2%	23
2020 Q2	$2.67M	Hold	49,720	–	–	1.22%	19
2020 Q1	$2.15M	Hold	49,720	–	–	1.32%	20
2019 Q4	$2.96M	Buy	49,720 +17,432	+54%	+$1M	1.36%	17
2019 Q3	$1.81M	Buy	32,288 +10,208	+46%	+$571K	0.91%	36
2019 Q2	$1.23M	Hold	22,080	–	–	0.55%	52
2019 Q1	$1.19M	Sell	22,080 -568	-3%	-$29.4K	0.55%	55
2018 Q4	$1.05M	Hold	22,648	–	–	0.56%	51
2018 Q3	$1.25M	Hold	22,648	–	–	0.57%	52
2018 Q2	$1.2M	Hold	22,648	–	–	0.53%	52
2018 Q1	$1.17M	Hold	22,648	–	–	0.54%	50
2017 Q4	$1.16M	Sell	22,648 -500	-2%	-$25.4K	0.56%	47
2017 Q3	$1.14M	Buy	23,148 +100	+0.4%	+$4.83K	0.59%	45
2017 Q2	$1.11M	Hold	23,048	–	–	0.59%	48
2017 Q1	$1.09M	Buy	23,048 +840	+4%	+$38.9K	0.57%	47
2016 Q4	$995K	Buy	+22,208	New	+$971K	0.59%	46

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

YorkBridge Wealth Partners's IWR Position: Q4 2022 in Review

YorkBridge Wealth Partners held its iShares Russell Mid-Cap ETF (IWR) position steady in Q4 2022 at 48,780 shares worth $3.29M. The position accounts for 0.83% of the portfolio, ranked #27.

YorkBridge Wealth Partners first reported a position in IWR in Q4 2016 and has held it in 25 quarters since. The position peaked at $4.05M in Q4 2021. 1,140 funds tracked by Wall St. Rank hold IWR as of Q4 2022.

YorkBridge Wealth Partners held 48,780 shares of iShares Russell Mid-Cap ETF worth $3.29M as of Q4 2022.
YorkBridge Wealth Partners left its iShares Russell Mid-Cap ETF share count unchanged in Q4 2022.
iShares Russell Mid-Cap ETF made up 0.83% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #27 holding.
YorkBridge Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2016 and has held it in 25 quarters since.
YorkBridge Wealth Partners's iShares Russell Mid-Cap ETF position peaked at $4.05M in Q4 2021.
1,140 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.